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criteria doesn't necessarily scare you from countries that might be in recession or close to us like france or germany but as long as they do business in areas where people are spending money. >> that is a point that is often missed by investors. i have been understandably scared, moving into fixed-income but missing a lot of good return. liz: look at this chart, you will be scared, he has not been scared, talk about the ones you really have in here and you have names like heineken, experience, s&p, a lot here, carnival cruise based in part on u.k. and considered a foreign name. how do you pick a stock in which to invest? you are careful when you do this. >> what we are looking to do is to find long-term secular growth opportunities, the ones that are not so macroeconomics we've driven. we sort of like to call ourselves microeconomists and there are still pockets of growth. data is a great example, the company mentioned is part of the growth in the management of data scores. liz: you like the data and the clout and the u.s. company doing beautifully, telecom, luxury, what names in the luxur
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